Thursday, September 24, 2020 10:40:17 AM
Before the reaction to this patent lose the management looked merely incompetent... but now that they've experienced total disaster and yet they don't even bother finding a scapegoat or giving any clarity that they even have a plan... just a rambling incoherent bunch of you knows from JT about GIA in Europe...
Based on the list of extremely poor decisions they've made and the reaction to this patent case it looks like they are tanking the stock. Its not a conclusion I would have come to before now but at the current time its what fits the data.
JT can't fire Kennedy as a scapegoat and the board can't fire JT if they are all in on this Hudsucker Proxy scheme together.
The reason you do an AG generic deal now is to leverage your 1st mover and supply advantage to keep generics (other than your pet generic) out while you still have an advantage.
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